VisionPoint Advisory Group’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,600
| Closed | -$11.1K | – | 761 |
|
|
2024
Q2 | $11.1K | Hold |
1,600
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $11.6K | Hold |
1,600
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $11.4K | Hold |
1,600
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $7.76K | Hold |
1,600
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $8.96K | Buy |
+1,600
| New | +$8.96K | ﹤0.01% | 411 |
|